United Community Bank’s Shell SHEL Stock Holding History

United Community Bank’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$282K	Buy	3,035 +625	+26%	+$50.5K	0.09%	160
2025 Q4	$177K	Sell	2,410 -3,760	-61%	-$277K	0.07%	175
2025 Q3	$441K	Buy	6,170 +1,495	+32%	+$108K	0.14%	138
2025 Q2	$329K	Buy	4,675 +65	+1%	+$4.36K	0.11%	139
2025 Q1	$338K	Buy	4,610 +1,100	+31%	+$74.1K	0.13%	135
2024 Q4	$220K	Sell	3,510 -10	-0.3%	-$655	0.09%	161
2024 Q3	$232K	Buy	3,520 +470	+15%	+$33.3K	0.09%	162
2024 Q2	$220K	Sell	3,050 -265	-8%	-$18.9K	0.09%	178
2024 Q1	$222K	Buy	3,315 +139	+4%	+$8.91K	0.09%	168
2023 Q4	$209K	Hold	3,176	–	–	0.09%	181
2023 Q3	$204K	Buy	3,176 +200	+7%	+$12.4K	0.1%	150
2023 Q2	$180K	Hold	2,976	–	–	0.16%	89
2023 Q1	$171K	Hold	2,976	–	–	0.16%	86
2022 Q4	$169K	Sell	2,976 -30	-1%	-$1.65K	0.16%	85
2022 Q3	$150K	Hold	3,006	–	–	0.16%	89
2022 Q2	$157K	Sell	3,006 -1,750	-37%	-$98.3K	0.17%	80
2022 Q1	$261K	Buy	+4,756	New	+$252K	0.26%	65

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

United Community Bank's SHEL Position: Q1 2026 in Review

United Community Bank increased its Shell (SHEL) stake by 26% in Q1 2026, buying an estimated $50.5K and bringing the position to 3,035 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #160.

United Community Bank first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $441K in Q3 2025. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

United Community Bank held 3,035 shares of Shell worth $282K as of Q1 2026.
United Community Bank bought 625 Shell shares in Q1 2026, an estimated $50.5K.
Shell made up 0.09% of United Community Bank's portfolio in Q1 2026, its #160 holding.
United Community Bank first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
United Community Bank's Shell position peaked at $441K in Q3 2025.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.